Important: On February 29th, Microsoft will be enforcing a new security defaults policy for Azure and Microsoft CSP partners. This new policy blocks legacy protocols including SMTP and IMAP. On-premise partners who use Office 365 for their outbound email will need to download a patch that will be sent to 2020.1 and 2020.2 which installs a SMTP Relay Service on your Manage server. This new service will allow those who are part of the Microsoft CSP

Ticket Templates:  What are they, how can they help your productivity? Anything and everything recurring can be helped with a Ticket Template.  Recurring common meetings, troubleshooting steps, checklists, or really anything else that happens within your workplace on a regular basis that you want to log time against deserves a ticket template. There are two parts to creating Ticket Templates. Create a system master template which will be used to create templates at a company

Call to Action Forms, also known as CTA are common for any website today.  Being able to put some automation behind them is the tricky thing, especially when trying to integrate with ConnectWise Manage.  If you understand API calls, then it’s a relatively a simple thing but for the rest we like a click and add approach.  This usually means purchasing some form of service. We found a little gem that if integrated into your

We see this a lot with our consulting clients.  Cross contamination of the Company status and Company types.  These are located within the Company Finance section of each company. When thinking of Company Status, you could ultimately think of a light switch.  It’s either on or off.  Of course, the dimmer switch comes in to play for other possible statuses.  Credit Hold, Delinquent, Not Approved, MSA not signed would be a few other good possible